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LYELL WEALTH MANAGEMENT, LP: ISRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYELL WEALTH MANAGEMENT, LP on ISRG, newest first. How the timeline and the estimate are built.

LYELL WEALTH MANAGEMENT, LP held 39,001 ISRG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,001 shares
    Change vs previous 13F +1,809 shares

    0.95% of the 13F portfolio, value $15,509,918.

    13F-HR 0001104659-26-090824 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 37,192 shares
    Change vs previous 13F -294 shares

    1.26% of the 13F portfolio, value $17,145,140.

    13F-HR 0001104659-26-056835 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,486 shares
    Change vs previous 13F +1,100 shares

    1.54% of the 13F portfolio, value $21,230,571.

    13F-HR 0001104659-26-013572 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,386 shares
    Change vs previous 13F +728 shares

    1.21% of the 13F portfolio, value $16,272,911.

    13F-HR 0001104659-25-107812 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,658 shares
    Change vs previous 13F +1,171 shares

    1.53% of the 13F portfolio, value $19,376,914.

    13F-HR 0001104659-25-071730 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,487 shares
    Change vs previous 13F +778 shares

    1.6% of the 13F portfolio, value $17,080,376.

    13F-HR 0001104659-25-046030 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 33,709 shares
    Change vs previous 13F -236 shares

    1.58% of the 13F portfolio, value $17,594,750.

    13F-HR 0001104659-25-008208 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 33,945 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $16,676,160.

    13F-HR 0001104659-24-110780 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).